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Exploring the world of Financial Planning. Accelerating your career.
Today’s guest is Barry Streit, CLU, ChFC®, senior vice president at United Healthcare. Barry focuses on the practical information that financial planners need today in order to serve clients who are approaching … or are in retirement. If you don’t work with older clients just yet, don’t worry, there’s a lot of good information that will help you and your clients plan for the future.
You're a Financial Planner, Now What?
Exploring the world of Financial Planning. Accelerating your career.
